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Weaver C. Barksdale & Associates’s Ameriprise Financial AMP Stock Holding History

Weaver C. Barksdale & Associates’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
3,879
-5
-0.1% -$2.29K 1.6% 32
2026
Q1 		$1.73M Buy
3,884
+221
+6% +$106K 1.65% 32
2025
Q4 		$1.8M Sell
3,663
-383
-9% -$182K 1.89% 22
2025
Q3 		$1.99M Sell
4,046
-263
-6% -$135K 1.91% 18
2025
Q2 		$2.3M Sell
4,309
-36
-0.8% -$17.8K 2.21% 7
2025
Q1 		$2.1M Sell
4,345
-104
-2% -$54.5K 2.02% 13
2024
Q4 		$2.37M Sell
4,449
-574
-11% -$306K 2.27% 5
2024
Q3 		$2.36M Sell
5,023
-193
-4% -$83.7K 2.13% 9
2024
Q2 		$2.23M Sell
5,216
-93
-2% -$39.7K 2.12% 10
2024
Q1 		$2.33M Sell
5,309
-1,147
-18% -$459K 2.14% 10
2023
Q4 		$2.45M Sell
6,456
-1,678
-21% -$575K 2.4% 3
2023
Q3 		$2.68M Buy
8,134
+1,298
+19% +$443K 2.29% 3
2023
Q2 		$2.27M Sell
6,836
-427
-6% -$131K 2.24% 2
2023
Q1 		$2.23M Sell
7,263
-356
-5% -$117K 2.08% 5
2022
Q4 		$2.37M Buy
7,619
+194
+3% +$59.2K 2.09% 3
2022
Q3 		$1.87M Sell
7,425
-266
-3% -$70K 1.88% 14
2022
Q2 		$1.83M Buy
7,691
+462
+6% +$124K 1.7% 30
2022
Q1 		$2.17M Sell
7,229
-433
-6% -$131K 1.93% 13
2021
Q4 		$2.31M Buy
+7,662
New +$2.27M 2.09% 6
2017
Q4 		$1.56M Sell
9,229
-398
-4% -$63.8K 1.64% 25
2017
Q3 		$1.43M Hold
9,627
– – 1.6% 31
2017
Q2 		$1.23M Hold
9,627
– – 1.43% 41
2017
Q1 		$1.25M Buy
+9,627
New +$1.19M 1.47% 40

Other funds holding AMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Weaver C. Barksdale & Associates's AMP Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its Ameriprise Financial (AMP) stake by 0.13% in Q2 2026, selling an estimated $2.29K and leaving 3,879 shares worth $1.78M. The position accounts for 1.6% of the portfolio, ranked #32.

Weaver C. Barksdale & Associates first reported a position in AMP in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.68M in Q3 2023. 1,381 funds tracked by Wall St. Rank hold AMP as of Q2 2026.

  • Weaver C. Barksdale & Associates held 3,879 shares of Ameriprise Financial worth $1.78M as of Q2 2026.
  • Weaver C. Barksdale & Associates sold 5 Ameriprise Financial shares in Q2 2026, an estimated $2.29K.
  • Ameriprise Financial made up 1.6% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #32 holding.
  • Weaver C. Barksdale & Associates first reported a position in Ameriprise Financial in Q1 2017 and has held it in 23 quarters since.
  • Weaver C. Barksdale & Associates's Ameriprise Financial position peaked at $2.68M in Q3 2023.
  • 1,381 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.